PWM
MCR

Perigon Wealth Management’s MFS Charter Income Trust MCR Stock Holding History

Perigon Wealth Management’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-143
Closed -$1K – 661
2017
Q4 		$1K Hold
143
– – ﹤0.01% 590
2017
Q3 		$1K Buy
+143
New +$1.24K ﹤0.01% 625

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Perigon Wealth Management's MCR Position: Q1 2018 in Review

Perigon Wealth Management sold out of MFS Charter Income Trust (MCR) in Q1 2018, closing a stake of 143 shares — an estimated $1K sold.

Perigon Wealth Management first reported a position in MCR in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 62 funds tracked by Wall St. Rank hold MCR as of Q1 2018.

  • Perigon Wealth Management reported no remaining MFS Charter Income Trust position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 143 MFS Charter Income Trust shares in Q1 2018, an estimated $1K.
  • Perigon Wealth Management first reported a position in MFS Charter Income Trust in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's MFS Charter Income Trust position peaked at $1K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.